Both in Packaged Software

Paylocity Holding vs ServiceTitan

Over the past year PCTY returned +22.7% and TTAN returned −4.7%; their daily moves had a correlation of 0.51.

PCTY +22.7% TTAN −4.7%Growth of $1, one year, split-adjusted
MetricPCTYTTAN
Price$172.50$87.46
Market cap$9.00B$8.44B
Today+0.81%+5.16%
1 month+18.0%+27.4%
6 months+68.2%+39.2%
Year to date+13.1%−17.9%
1 year+22.5%−7.7%
Revenue growth (YoY)+11.0%+20.9%
Gross margin67.5%71.4%
Net margin13.6%−8.5%
P/E (TTM)33.4×—
Price / sales5.1×7.9×
Net cash$190.7M$479.5M
Dividend yield——
Volatility (60d)31.2%93.7%
Short % of float7.0%13.5%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).